How To Send Us Documents

Email is our preferred commmunication tool, however, we need a lot of information that contains sensitive information like tax returns, social security numbers or financial statements. While it is easy to attach documents to email, we discourage that.  Email is not a secure way to send us sensitive information.  Unless you encrypt your email messages, someone may be able to intercept and read your email and information can be forwarded to people without your knowledge or consent.  

Methods That You Can Use To Send Us Information Include:

  • Our Client Portal System (preferred)
  • US Postal Service Or Other Delivery System
  • Drop Off Documents At Our Office

Please Do Not:

  • Send Us Attachments To Email
  • Do Not Send Us Links (Dropbox, Box, Google, etc.)
  • Do Not Fax
  • Do Not Send Documents Via Text
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